vpp-ai-platform/docs/open-questions.md
Thomas Bayes 23fdf49ff2
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M4: resource agent, envelopes live, review loop, insight cards
- packages/domain: AwardNotice, DISPATCH_PLAN proposal payload, ExecutionReport,
  MeteringRecord, potential-assessment and dispatch-optimization contracts,
  ReviewFinding (+ typed writebacks), SemanticMemoryEntry,
  EnvelopeChangeRequest, InsightCard — exported with fixtures on both sides.
- skills-py: potential-assessment (certified × rolling fulfilment, evidence
  days) and dispatch-optimization (per-interval LP on HiGHS, shortfall
  reported) skills + routes + tests.
- packages/services: dispatch rules in the policy pack (over-allocation,
  award anchor, lineage integrity for allocations); PowerBalanceSimulator;
  SimulationGateway (permit-only, idempotent, seeded execute → ExecutionReports);
  envelope deviation-streak suspension + apply(); ReviewService (attribution,
  reliability EWMA writeback, semantic memory, envelope recommendations as
  change requests); dispatch assembler; skill client methods.
- packages/runtime: resource agent; award-decomposition, review and
  envelope-review workflows; lifecycle selects simulator/gateway by proposal
  type; trigger hooks for awards, execution reports, metering; decide()
  resumes either lifecycle or envelope-review runs; insight cards API.
- Tests: docs/07 D-1 16:00 and D+1 end to end; reliability score 0.9 → 0.880
  and the next assessment de-rates capacity; envelope suspension on a seeded
  3-day streak; WIDEN request applied only by a human. 184 TS + 80 Python.
- docs/open-questions: B10 (reliability/potential parameters). README and
  CLAUDE.md status → M4 done, M5 next.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UoYoGYzHkFyv3ALenkRPhA
2026-09-02 19:31:12 -04:00

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# Open Questions — 业务参数与待决事项清单
Consolidates every `TODO(业务)` scattered in docs 03/07/12/13 plus unresolved
items from the peer review (brainstorming.md §16). **Coding agents: never invent
values for items on this list** — wire named config with placeholder + an
`// OPEN-QUESTION:` comment (see CLAUDE.md).
## A. 湖北市场参数(owner: 运营/交易团队 · blocks M3 policy pack + 07 篇定稿)
| # | Question | Config key (suggested) |
|---|---|---|
| A1 | 日前申报窗口开启/截止时间;出清发布时间 | `market.da.window` |
| A2 | 代理购电申报与虚拟电厂申报是否同一通道/分开建模 | `market.channels` |
| A3 | 日内市场机制(是否开、频次、截止) | `market.intraday` |
| A4 | 偏差考核规则:偏差带、考核价格机制(→ MILP 目标函数与风险口径) | `market.deviation` |
| A5 | 中长期持仓对日前申报的约束形式(分解曲线偏差带) | `ledger.da_bounds` |
| A6 | 灵活性资源边际成本口径(用户补偿、设备损耗)——报价优化的报价下限;未定前按 0(价格接受者)申报 | `bidding.marginal_cost` |
## B. 包络与风控参数(owner: 运营团队 · blocks M4 envelopes + M5 breakers)
| # | Question | Config key |
|---|---|---|
| B1 | 申报包络:价格边界的基准(预测值?历史分位?)与初始容差 | `envelope.bid.*` |
| B2 | 控制包络:分资源类型的单点削减上限与恢复速率 | `envelope.control.*` |
| B3 | 包络审批层级 L1/L2/L3 对应岗位/会签流程 | `approval.levels` |
| B4 | 包络挂起条件:连续 N 次偏差超阈的 N 与阈值 | `envelope.suspension` |
| B5 | 单日亏损预算(L2 熔断阈值) | `breaker.daily_loss_budget` |
| B6 | 承诺缓冲系数 k 初值 | `bidding.commitment_buffer` |
| B7 | 极端日协议触发的气象条件 | `abnormal_day.triggers` |
| B8 | 各级熔断(L0–L4)授权岗位与恢复条件 | `breaker.authority` |
| B9 | 演习样本制度:频率与考核挂钩方式 | — (制度非配置) |
| B10 | 可靠性评分与可调潜力辨识口径:评分更新权重(EWMA α)、证据窗口与饱和天数、包络放宽所需连续达标天数与放宽步长 | `review.reliability_alpha` / `potential.evidence_window` / `envelope.widen_*` |
## C. KPI 口径(owner: 运营 + 验收双方 · blocks M5 dashboard)
| # | Question |
|---|---|
| C1 | docs/12 §4 全表口径确认,尤其「综合市场收益提升 15%」的对照基线定义与冻结 |
| C2 | 预测误差 8% 的统计层级(聚合级?分用户?)与光伏口径(nRMSE?) |
## D. 外部依赖(owner: PMO/省间协同组 · blocks phase 2, start engagement in phase 1)
| # | Question |
|---|---|
| D1 | 光明电力大模型接口规格:协议、上下文、工具调用、部署位置、网络分区(ADR-0003 假设待证实) |
| D2 | 交易平台程序化申报接口协议与联调排期 |
| D3 | 调度/负荷管理、计量结算接口协议与排期 |
| D4 | 省级↔聚合单元↔边缘现有协议与时延保证(peer review Q6) |
| D5 | 首批转为政策包的湖北规则清单(peer review Q7) |
## E. 治理决策(owner: 项目领导小组)
| # | Question |
|---|---|
| E1 | 一期验收形态确认:影子运行(推荐,见 ROADMAP M5)vs 受控实报(peer review Q3) |
| E2 | 既有 3060 平台各实体的 source-of-truth 矩阵签认(docs/11 §2 表为草案) |
| E3 | 边缘断连策略的「安全曲线」定义权与更新流程 |
---
*Process*: when an item is answered, move the value into config/docs, mark the
row `✓ resolved <date> → <where recorded>`, and keep the row for audit.